1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ASPETUCK FINANCIAL MANAGEMENT LLC

Map pinWESTPORT, CT
Phone203-226-5733
NotebookSEC #801-69205
Total AUM
$36.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
27A IMPERIAL AVE.
WESTPORT
CT 06880
United States
Operating Hours
9-5
Monday - Friday
Phone
203-226-5733

ReceiptFinancials

Total AUM
$36.3M
Accounts
226
Discretionary
$35.3M
Accounts
222
Non-Discretionary
$989.2K
Accounts
4

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNJNY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account